Robert Goldberg

Robert Goldberg

Estate Attorney

I love walking at Kennesaw or along the Chattahoochee with my wife and my sons. I enjoy vibing to live music and especially going to Bonnaroo with my family. I put the "fan" in fanatic when supporting Michigan football and basketball. GO BLUE!

Member

Guardian for Child

Planning for minor children is the most important part of estate planning because they are our most precious asset! All parents need to put a plan in place to provide the best possible home for their children if the unthinkable happens.

Minor children must have a guardian – the person legally responsible for their care. This is either the “natural guardian” (a custodial parent) or a court appointed guardian. The guardian is responsible for the child’s daily care, and has the duty to make all decisions about the child’s residence, education, religious practices, and medical care.

Parents can select who they want to care for their children in their will. This gives them peace of mind knowing who will raise their kids if the unthinkable happens.

Great referrals for me are parents of new born children. When you see that new mom and dad over the holidays ask them if they are sleeping at night? I can’t help with a baby crying at night. But, I can make sure they aren’t anxious!

InfoMinute

Prior to our Discovery Meeting we send a client a link to "DecisionVault" to gather information about their family, their assets and their goals. In order to do comprehensive estate planning we need information about the family structure, what the prospect owns and how they own it, and their "why" for estate planning. By using Decision Vault all of the information is completely organized on a secure server and we are able to share all of the information we need.

Referral Trigger Response

Robert M Goldberg and Associates

Robert M Goldberg and Associates

770-229-5729

1100 Peachtree Street NE
Suite 200
Atlanta, Georgia 30309

Website

My best clients want their families to be protected if the unthinkable happens. They are planners who understand planning for disability is necessary and dying is not optional. When I ask them "Can we talk about something more pleasant"? they tell me NO!

Company

Endorsement Letters I've Received

Team

PowerLinks Certificate 01/31/2020
InfoMinute Seminar 10/16/2023
Orientation Essentials 10/16/2023
Best Client Workshop 05/16/2022
GateOpener Workshop 11/15/2021
7-Minute Presentation Workshop 01/20/2020
InfoMinute Seminar 01/20/2020
Orientation Essentials 12/16/2019
Filling the Filing Cabinet Workshop 12/16/2019

Development

Candler Park Team

Introduced by:

Joined on 09/22/2006

Leadership

TeamCoOrdinator 04/05/2024
MembershipCoOrdinator 12/07/2020
MentorCoOrdinator 09/30/2021
100% Club 09/21/2023

Membership

5-year Pin 12/14/2023
3-year Pin 12/14/2021

Team

Members I've Invited

Mandy Rocco

Mandy Rocco

Michelle McAllister

Michelle McAllister

Monica Hyder

Monica Hyder

Sponsorship

Financial Services | Legal

Estate Attorney

Planning for Minor Children

Crisis Medicaid Planning

Pre-Crisis Medicaid Planning

Revocable Living Trust

Irrevocable Trusts

Durable Power of Attorney

Health Care Advanced Directives

VA Compensation - Agent Orange

Guardianship/Conservatorship

Year's Support

Estate Administration (Probate)

VA Pension (Aid & Attendance)

Wills

Special Needs Trusts

Filing Cabinet